See 3 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Other services Service code 49 | — | $307K |
| ROMOLO & ASSOCIATES, LLC EIN 84-2885766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $127K |
| CAVANAGH & O'HARA EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $111K |
| UNITED SYSTEMS AND SOFTWARE, INC EIN 59-1918677 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $104K |
| EMPLOYEE 2 EIN 37-1117215 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| MID-AMERICA CARP REG CNCL BEN FDS EIN 36-6130207 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $87K |
| EMPLOYEE 1 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| TOTAL ADMINISTRATIVE SERVICES CORP EIN 39-1561025 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $80K |
| EMPLOYEE 5 EIN 37-1117215 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $73K |
| EMPLOYEE 3 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $70K |
| EMPLOYEE 7 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| EMPLOYEE 6 EIN 37-1117215 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| EMPLOYEE 4 EIN 37-1117215 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| CARPENTERS PENSION FUND OF ILLINOIS EIN 36-6147396 NONE | Other services; Direct payment from the plan Service code 49 | — | $60K |
| COMPSYCH EIN 36-3739783 NONE | Other fees; Direct payment from the plan Service code 50 | — | $34K |
| MORGAN STANLEY SMITH BARNEY EIN 20-8764829 NONE | Other investment fees and expenses; Securities brokerage; Investment advisory (plan); Securities brokerage commissions and fees; Other fees; Custodial (securities); Other services; Direct payment from the plan Service code 19 | — | $34K |
| LEVI, RAY, & SHOUP, INC EIN 37-1073724 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $31K |
| THE SEGAL COMPANY (EASTERN STATES), EIN 13-1835864 NONE | Other services; Direct payment from the plan Service code 49 | — | $25K |
| FRANKLIN TEMPLETON NONE | Direct payment from the plan; Investment management Service code 28 | 620 EIGHTH AVE, 48TH FLOOR NEW YORK, NY 10018 | $21K |
| CAMBIAR INVESTORS, LLC EIN 84-1596610 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $17K |
| WEAVER C BARKSDALE & ASSOCIATES, IN EIN 62-1217255 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $16K |
| ILLINOIS NATIONAL BANK EIN 37-0274319 NONE | Custodial (securities); Investment management fees paid directly by plan; Soft dollars commissions Service code 19 | — | $5K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,909 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 201 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 5,101 | $24.2M |
| Vision | VISION SERVICE PLAN OF ILLINOIS | 2,111 | $0 |
| Stop-loss / reinsurancereinsurance | BCS INSURANCE COMPANY | 2,054 | $885K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,101 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.